UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.26B |
| 2 |
Strategy Inc
MSTR
|
+$745M |
| 3 |
EA
Electronic Arts
EA
|
+$725M |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.87B |
| 2 |
Apple
AAPL
|
+$1.41B |
| 3 |
Microsoft
MSFT
|
+$1.16B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.52% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 6.68% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1501
CALL
XPeng
XPEV
$11.6B
| $55.9M | 0.01% |
2,757,716
+122,000
| +5% | +$2.65M |
|
1502
Invesco Short Term Treasury ETF
TBLL
$2.61B
| $55.8M | 0.01% |
528,202
+35,863
| +7% | +$3.79M |
|
1503
PUT
Datadog
DDOG
$84.5B
| $55.6M | 0.01% |
408,600
-461,300
| -53% | -$72.9M |
|
1504
HubSpot
HUBS
$10.4B
| $55.5M | 0.01% |
138,406
+33,806
| +32% | +$14M |
|
1505
Antero Midstream
AM
$10.1B
| $55.4M | 0.01% |
3,116,152
+413,670
| +15% | +$7.45M |
|
1506
NEOS S&P 500 High Income ETF
SPYI
$11.3B
| $55.4M | 0.01% |
1,054,374
+461,724
| +78% | +$24.2M |
|
1507
Petrobras
PBR
$116B
| $55.4M | 0.01% |
4,673,458
+803,140
| +21% | +$9.8M |
|
1508
Factset
FDS
$10.1B
| $55.3M | 0.01% |
190,655
-21,106
| -10% | -$5.93M |
|
1509
Franco-Nevada
FNV
$45.7B
| $55.3M | 0.01% |
266,574
+6,578
| +3% | +$1.33M |
|
1510
Array Technologies
ARRY
$867M
| $55.3M | 0.01% |
5,992,641
+780,498
| +15% | +$6.69M |
|
1511
Pan American Silver
PAAS
$21.4B
| $55.2M | 0.01% |
1,065,578
-1,320,028
| -55% | -$55.3M |
|
1512
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$889M
| $55.2M | 0.01% |
2,365,051
-41,092
| -2% | -$961K |
|
1513
CALL
Denison Mines
DNN
$2.92B
| $55.1M | 0.01% |
20,704,740
| – | – |
|
1514
CALL
Home Depot
HD
$354B
| $55M | 0.01% |
159,904
-10,200
| -6% | -$3.74M |
|
1515
Winnebago Industries
WGO
$914M
| $54.9M | 0.01% |
1,354,155
+937,140
| +225% | +$34.2M |
|
1516
CALL
Century Aluminum
CENX
$5.04B
| $54.9M | 0.01% |
1,400,462
| – | – |
|
1517
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $54.8M | 0.01% |
1,047,535
+133
| +0% | +$6.97K |
|
1518
PUT
Lam Research
LRCX
$388B
| $54.8M | 0.01% |
320,000
-5,300
| -2% | -$824K |
|
1519
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
| $54.8M | 0.01% |
635,068
-77,127
| -11% | -$6.59M |
|
|
CHYM
1520
Chime Financial
CHYM
$11.1B
| $54.8M | 0.01% |
2,175,506
+1,912,007
| +726% | +$40.6M |
|
|
MDLN
1521
Medline Inc
MDLN
$31B
| $54.7M | 0.01% |
+1,302,548
| New | +$55M |
|
1522
Duolingo
DUOL
$6.1B
| $54.7M | 0.01% |
311,621
-43,652
| -12% | -$10.3M |
|
1523
Autoliv
ALV
$9.04B
| $54.7M | 0.01% |
460,712
+138,116
| +43% | +$16.5M |
|
1524
Kyndryl
KD
$3.06B
| $54.6M | 0.01% |
2,056,198
+27,860
| +1% | +$755K |
|
1525
PUT
Accenture
ACN
$107B
| $54.6M | 0.01% |
203,327
-743,106
| -79% | -$189M |
|
Similar funds
UBS Group's Q4 2025 Portfolio in Review
As of Q4 2025, UBS Group held 11,616 positions worth $617B, down 3.4% from $638B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
UBS Group withdrew a net $32.7B in Q4 2025, closing 1,184 positions and reducing 4,502 holdings. Its most notable exit was Kellanova, an estimated $617M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.
Against the trend, UBS Group opened a new position in Solstice Advanced Materials worth $130M.
- UBS Group's largest Q4 2025 buy was Solstice Advanced Materials: 2,681,543 shares worth $130M.
- UBS Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $1.26B increase.
- UBS Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $1.87B.
- UBS Group fully exited Kellanova in Q4 2025, selling an estimated $617M.
- UBS Group's ten largest holdings make up 15% of its $617B portfolio in Q4 2025.
- UBS Group opened 1,319 new positions and closed 1,184 in Q4 2025.
- UBS Group's portfolio value fell 3.4% quarter-over-quarter to $617B.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.